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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,756 | $124,346+67.1% | $111,308+86.6% | $167,536+24.0% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 3.28% | 37.45%-34.2pp | 54.67%-51.4pp | 478.82%-475.5pp |
| Employer contribution / active EE | $5,473 | $3,437+59.2% | $2,732+100.3% | $4,839+13.1% |
| Participant deferral / active EE | $5,473 | $5,182+5.6% | $4,487+22.0% | $6,342-13.7% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |